Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Materials
Industrial Gases0.65%-0.16 ppSpecialty Chemicals0.58%-0.12 ppSteel0.13%-0.06 ppCommodity Chemicals0.07%-0.04 ppFertilizers & Agricultural Chemicals0.15%-0.03 ppCopper0.14%-0.03 ppPaper & Plastic Packaging Products & Materials0.36%+0.01 ppMetal, Glass & Plastic Containers0.04%-0.01 ppConstruction Materials0.16%-0.01 ppGold0.11%+0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.15%
Industry change · 12M
-0.03 pp
Fertilizers & Agricultural Chemicals · contribution
-0.033 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 2024 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Mosaic Company (The) → MOS | United States | $8.4bn | 0.019% | -0.003 pp | -0.018 pp | -24.2% | No |
| CF Industries → CF | United States | $15.6bn | 0.034% | -0.002 pp | -0.010 pp | +22.4% | Yes |
| Corteva → CTVA | United States | $42.8bn | 0.094% | -0.001 pp | -0.005 pp | +38.9% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.